See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,192 | $106,543+73.8% | $91,220+103.0% | $134,475+37.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.73% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $11,835 | $3,331+255.4% | $2,850+315.3% | $4,740+149.7% |
| Participant deferral / active EE | $12,081 | $4,719+156.0% | $4,234+185.4% | $6,400+88.8% |
| Admin fee / account holder | $4,040 | $6,231-35.2% | $5,420-25.5% | $11,426-64.6% |